Todd Kimm
SKANEATELES
Summary
Dynamic leader with a proven track record in operations management, finance, investment management and client relationship management. Excelled in financial planning and sales strategy development, driving profitability and fostering strong customer connections. Achieved high client retention through exceptional service and strategic financial advice. Skilled in mentoring teams and optimizing business operations for sustained growth.
Overview
33
33
years of professional experience
Work History
Owner / Operator
Blue Skies Carpentry and Design
01.2018 - Current
- Managed day-to-day business operations.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
- Consulted with customers to assess needs and propose optimal solutions.
- Ensured compliance with relevant regulations, maintaining proper documentation and licensing requirements.
- Interacted well with customers to build connections and nurture relationships.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Demonstrated close attention to detail to verify quality and accuracy of work.
- Specialized in specific carpentry tasks such as framing, finish work, or restoration projects to provide clients with tailored services and high-quality results.
- Read and interpreted blueprints to follow specifications of projects.
- Collaborated with other skilled tradespeople to ensure seamless integration of carpentry work within larger construction projects.
- Enhanced client satisfaction by consistently meeting project deadlines and maintaining high-quality craftsmanship in all carpentry work.
- Supported the development of accurate project estimates by providing input on materials needed, labor requirements, and timeline expectations for various jobs.
- Achieved high level of client satisfaction by providing customized solutions for unique carpentry challenges.
Independent Financial Advisor
Commonwealth Financial
09.2014 - 12.2017
- Streamlined administrative processes within my practice, allowing me to dedicate more time to serving my clientele effectively.
- Collaborated with other professionals, such as attorneys and accountants, to create holistic financial strategies for clients.
- Continuously refined sales approach leading to steady growth in new client acquisition.
- Guided families through the estate planning process, preserving wealth for future generations.
- Utilized advanced financial analysis tools to develop customized investment strategies tailored to each client''s needs.
- Maintained up-to-date knowledge of regulatory changes and industry best practices to ensure full compliance with all applicable laws and ethical standards.
- Assisted clients with retirement planning, ensuring a comfortable and secure future financially.
- Fostered strong client relationships through regular communication and timely updates on investment performance.
- Stayed current on market trends and economic changes to provide informed recommendations to clients.
- Analyzed clients'' risk tolerance to design investment portfolios that met their individual needs and goals.
- Provided ongoing support for existing clients during times of market volatility or personal financial challenges, maintaining trust in my services as an advisor.
- Achieved high client retention rates by consistently delivering outstanding service and proactive communication.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Senior Financial Advisor
Merrill Lynch
09.1996 - 09.2014
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
Business Manager /F&I Manager
Fox Auto Dealerships
01.1992 - 09.1996
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Boosted team morale and productivity by implementing regular feedback sessions and recognizing outstanding performances.
- Drove revenue growth with targeted sales initiatives, adapting techniques to meet changing market conditions.
- Negotiated favorable terms with suppliers, improving profit margins without sacrificing quality.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
- Provided financial counseling to clients as part of the lending process, helping them understand their options and make well-informed decisions about borrowing money.
- Reduced loan delinquency rates with thorough credit analysis and risk assessment for potential borrowers.
- Collaborated with underwriters to expedite approvals for qualified applicants, increasing efficiency of the approval process.
- Achieved sales targets consistently, contributing to overall branch growth and profitability.
Education
High School Diploma -
Fayetteville Manlius High School
Manlius, NY06-1984
Skills
- Operations management
- Business planning
- Sales negotiation
- Operations oversight
- Strategic planning
- Relationship management
- Financial analysis
- Financial planning
- Business operations management
- Client relationship management
- Sales strategy development
- Risk management
Timeline
Owner / Operator
Blue Skies Carpentry and Design
01.2018 - Current
Independent Financial Advisor
Commonwealth Financial
09.2014 - 12.2017
Senior Financial Advisor
Merrill Lynch
09.1996 - 09.2014
Business Manager /F&I Manager
Fox Auto Dealerships
01.1992 - 09.1996
High School Diploma -
Fayetteville Manlius High School
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